Tender Writing Insights: Managing Online Tender Portals

Recently, some of the Win That Bid team completed a large and complex bid involving the public sector portal ‘Bravo’. There are hundreds of online procurement portals around all with their own language and foibles. However, there are some basic principles that can help you when, with that deadline looming, you find yourself wrestling desperately trying to submit your online tender.

Access

Know your login details and ensure you have the correct level of user access

Having spent weeks or months with your head buried in the tender writing documentation, the time has arrived to upload your submission. And if you’ve forgotten your login details or do not have a sufficient level of access let’s hope you haven’t realised this too late i.e. out of working hours, during busy periods or just prior to the deadline. Online help will only get you so far so if it’s a human being you need to speak to then make sure you do so in advance.

Utilise quieter periods

Early mornings, late nights, weekends and Bank Holidays are ideal

The majority of your competitors will leave their tender writing and submission to the last minute. The risk here is that the portal will time out due to the sheer volume of documents being uploaded. The Win That Bid team who worked on this latest bid submitted documents as they were completed, and in some cases as far as two weeks in advance. They also made use of early mornings, late nights and the Easter holidays.

Upload larger documents first

Larger documents take longer

As larger documents take longer to upload start with them first. This is especially the case with heavy document based tender portals such as Bravo that may not have a limit on the amount of tender documents you are allowed to submit.

Save, save, check, check again and save

Don’t get timed out or caught out

Tender portals will usually time out after 15 minutes of being dormant. Make sure to hit save as soon as you’ve uploaded your latest documents.

Once you have finished uploading go back and check all questions have been answered and all documents have been uploaded. Often you can print the documents list from the portal and more than often you will find there is at least one document missing. Never assume a document has saved.

And if it’s all too much outsource your tender writing, bid and document management to the 2am wrestling experts at Win That Bid.

How to Successfully Manage a Proposal

Each week we will be looking at a different element of how to effectively manage a bid to ensure your proposal submission is prepared in a timely fashion and is as good as it can be. In this first part of our five part series we will be covering the kick-off meeting with your bid team.

1) Proposal Checklist – The Kick-off Meeting.

Kick-off meetings are critical milestones that require careful planning. A good one will inspire your bid team, a poor one can demoralise it.

Prior to the meeting prepare an agenda and comprehensive kick-off package and be sure to invite the right people.

During the meeting encourage everyone to talk through their initial thoughts on the bid.  Read the proposal documentation together then discuss your general approach. Do the decision makers agree that this opportunity if you won it would align with your business strategy? Can you deliver it? Who is likely to be your competition?  When everyone is on the same page, going through this checklist will help make the proposal writing process easier:

  • Identify all of the documents and information you are likely to need when writing your proposal.
  • Allocate different roles to each member of the proposal team and following the meeting distribute the proposal template document including in it who will be responsible for which sections of the document.
  • As your strategy for dealing with the proposal becomes clearer make sure you consider how the bid will fit in with your other work.  Consider the amount of time and the number of personnel that will be devoted to the bid, estimate how much the proposal will cost you and allocate a bid budget. Decide whether you will need to hire consultants or expert bid writers.
  • Create a proposal schedule including deliverables and milestones. Decide the first set of deadlines during this meeting and according to this plan arrange when your second meeting will take place.  Ensure all team members are absolutely clear on when their work needs to be completed.
  • If there are questions about the proposal that can only be answered by the buyer, agree who will be the key contact and how they will manage this and communicate the answers to the team.  Your questions should be answered swiftly and if you have concerns regarding company autonomy you can ask them not to divulge your details especially if the response is likely to be published to all respondents.

Next time on Win That Bid’s blog – ‘Preparing to Write Your Proposal’